Access the previous versions of the quote.
Must have the capability to access the quotes made prior making any changes. What if customer already received 4 revisions on the quote but customer decides to go for the original quote.
3
votes
ryan.urbano
shared this idea
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Jeremy Davidson
commented
Customers are able to see on-going changes in the webquote (live) by visiting the same proposal link that was initially sent to them. This is an issue for installers because they would like to control what changes the homeowner can see once the webquote is updated.
The only way the customer should be able to see a change is if a proposal is resent to them as technically, they should not be able to see any changes.
Each time a proposal is sent, it must be a standalone proposal with a unique ID, locked in time.